Nuveen Preferred Securities & Income Opportunities Fund
JPIDelisted Sep 22, 2025- SEC CIK
- 0001547994
Nuveen Preferred Securities & Income Opportunities Fund was delisted on Sep 22, 2025; its insiders filed their last Form 4 on Dec 19, 2023; 54 institutions reported holding it in 13F filings for Q2 2025, worth $53.4M in total; no superinvestor held it.
Q2 2025 vs. Q1 2025
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 51 | 54 | +3 |
| Shares | 2.12M | 2.57M | +447.1K (+21.1%) |
| Value | $41.9M | $53.4M | +$11.5M (+27.5%) |
New holders (10)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| We Are One Seven, LLC | 376,929 | $7.84M | 0.25% |
| HRT Financial LP | 12,585 | $261.0K | 0.00% |
| Silver Oak Securities, Inc | 11,196 | $232.9K | 0.02% |
| Concord Asset Management, LLC | 10,605 | $220.6K | 0.03% |
| Sequoia Financial Advisors, LLC | 10,566 | $219.8K | 0.00% |
| Quantinno Capital Management LP | 9,820 | $204.3K | 0.00% |
| Wagner Wealth Management, LLC | 9,727 | $202.3K | 0.05% |
| Ameritas Advisory Services, LLC | 500 | $10.4K | 0.00% |
| Global Retirement Partners, LLC | 333 | $6.93K | 0.00% |
| Umb Bank N A | 200 | $4.16K | 0.00% |
Sold out (7)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Shaker Financial Services, LLC | 34,732 | $688.9K |
| Susquehanna International Group, LLP | 29,474 | $579.8K |
| Cambridge Investment Research Advisors, Inc. | 15,227 | $300.0K |
| Sit Investment Associates Inc | 8,375 | $165.0K |
| Richards, Merrill & Peterson, Inc. | 3,740 | $73.6K |
| Wolverine Asset Management LLC | 3,255 | $64.0K |
| Elequin Capital LP | 3,031 | $59.6K |